The basic quarterly service plan is appropriate
for small businesses that choose to perform their
accounting function themselves, but lack the requisite
technical expertise. The small business has the
appropriate resources on call as needed. When
questions arise, guidance is available.

The basic monthly service plan
is appropriate for small businesses that choose
to perform the accounting function themselves,
but lack appropriate separation of duties and
need supplementary technical expertise. Monthly
checks and balances are performed as agreed-upon
by the business owner. The procedures typically
include reconciliation of the company bank statement
to the QuickBooks file. Other procedures may be
established to address you company’s unique
business needs.

Also with the basic monthly service
plan, the small business has the appropriate resources
available to accounting staff on call as needed.
When questions arise, guidance is available. This
relieves the business owner from the technical
accounting aspects of supervising the company
accounting staff.

The
basic weekly service plan is appropriate for small
businesses that choose to outsource the accounting
function. A single contact person coordinates
the accounting service utilizing multiple accounting
staff members to afford appropriate separation
of duties. Monthly checks and balances are performed
as agreed-upon by the business owner. The procedures
typically include reconciliation of the company
bank statement to the QuickBooks file. Other procedures
may be established to address your company’s
unique business needs.